|
5726
|
Capitol Family Office
Beaverton,
Oregon
|
$146M
|
–
|
–
|
10.8%
|
61.9%
|
24
|
–
|
|
|
5727
|
Autonomy Capital (Jersey)
St. Helier,
Jersey
|
$146M
|
-$37.6M
|
-21%
|
2.61%
|
33.4%
|
26
|
26.92%
|
|
|
5728
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$146M
|
+$15.9M
|
+12%
|
15.3%
|
–
|
66
|
6.06%
|
|
|
5729
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$146M
|
–
|
–
|
11.7%
|
50.3%
|
97
|
–
|
|
|
5730
|
Wealth Management Partners
Tucson,
Arizona
|
$146M
|
+$10.6M
|
+8%
|
10.8%
|
179%
|
121
|
18.18%
|
|
|
5731
|
Davidson Trust Company
Seattle,
Washington
|
$146M
|
+$14.6M
|
+11%
|
10.9%
|
64.6%
|
130
|
9.23%
|
|
|
5732
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$146M
|
+$15.7M
|
+12%
|
11.3%
|
52.4%
|
93
|
3.23%
|
|
|
5733
|
McCarthy Asset Management
Redwood Shores,
California
|
$145M
|
+$12.4M
|
+9%
|
8.2%
|
–
|
371
|
15.9%
|
|
|
5734
|
R.H. Dinel Investment Counsel
Los Angeles,
California
|
$145M
|
+$12M
|
+9%
|
11.2%
|
34.1%
|
55
|
0%
|
|
|
5735
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$145M
|
+$13.2M
|
+10%
|
5.3%
|
53.5%
|
38
|
10.53%
|
|
|
5736
|
TTP Investments
San Jose,
California
|
$145M
|
–
|
–
|
12.7%
|
197%
|
42
|
–
|
|
|
5737
|
Cairn Investment Group
Vancouver,
Washington
|
$145M
|
+$10.1M
|
+8%
|
9.2%
|
61.3%
|
72
|
5.56%
|
|
|
5738
|
Garland Capital Management
Bellevue,
Washington
|
$145M
|
+$5.22M
|
+4%
|
12.6%
|
55.7%
|
32
|
3.13%
|
|
|
5739
|
Lowery Thomas LLC
Pebble Beach,
California
|
$145M
|
–
|
–
|
6.08%
|
74.7%
|
49
|
–
|
|
|
5740
|
Capital Impact Advisors
Boston,
Massachusetts
|
$145M
|
-$107M
|
-43%
|
9.14%
|
–
|
163
|
65.64%
|
|
|
5741
|
One Plus One Wealth Management
Jupiter,
Florida
|
$145M
|
+$6.11M
|
+4%
|
6.63%
|
69.2%
|
99
|
15.15%
|
|
|
5742
|
Chicago Capital Management
Chicago,
Illinois
|
$145M
|
-$71.2M
|
-33%
|
15.2%
|
295%
|
53
|
73.58%
|
|
|
5743
|
Capital Square
Chattanooga,
Tennessee
|
$145M
|
+$3.7M
|
+3%
|
9.82%
|
53.1%
|
170
|
15.88%
|
|
|
5744
|
InTrack Investment Management
South Burlington,
Vermont
|
$145M
|
+$7.47M
|
+5%
|
11.3%
|
84.9%
|
126
|
15.87%
|
|
|
5745
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$145M
|
+$2.84M
|
+2%
|
6.63%
|
36.5%
|
80
|
30%
|
|
|
5746
|
Matisse Capital
Portland,
Oregon
|
$145M
|
-$127M
|
-47%
|
3.85%
|
66.9%
|
172
|
33.14%
|
|
|
5747
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$145M
|
+$7.51M
|
+5%
|
7.44%
|
95.2%
|
107
|
9.35%
|
|
|
5748
|
Red Tortoise LLC
Atlanta,
Georgia
|
$145M
|
+$16.5M
|
+13%
|
3.76%
|
43.7%
|
546
|
87.73%
|
|
|
5749
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$144M
|
+$15.4M
|
+12%
|
9.95%
|
138%
|
299
|
3.34%
|
|
|
5750
|
Castellan Group
Louisville,
Kentucky
|
$144M
|
-$49.9M
|
-26%
|
10.2%
|
196%
|
94
|
41.49%
|
|